Marshall & Ilsley Corporation 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2010. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Marshall & Ilsley Corporation 401(k) Plan Facts (plan year 2010)

Plan name
M & I RETIREMENT PROGRAM
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MARSHALL & ILSLEY CORPORATION
Participants
11,029 (9,082 active employees)
Former employees with a balance
2,217
Plan assets
$924,492,642 at Dec 31, 2010
Average account balance
$88,570 across 10,438 accounts
Employer contributions
$19,216,934 in plan year 2010 (37% of all contributions)
Plan year
Jan 1, 2010 – Dec 31, 2010
Plan established
Jan 1, 1985
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2010 (Jan 1, 2010 – Dec 31, 2010), filed Oct 6, 2011. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2010

  • $52.1 million went into the plan in contributions, $19.2 million of it from the employer (37%).
  • $80.5 million was paid out to participants.
  • Investment and other income added $123.6 million.
  • Administrative expenses were $47,369, about $5 per account.

How the Marshall & Ilsley Corporation 401(k) changed, 2009–2010

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
200912,323$828.9 million$28.2 million$52.4 million
201011,029$924.5 million$19.2 million$80.5 million

Marshall & Ilsley Corporation 401(k) Contact Information

Phone
414-765-7700
Mailing address
770 NORTH WATER STREET, MILWAUKEE WI 53202
Plan sponsor
MARSHALL & ILSLEY CORPORATION
Employer identification number (EIN)
20-8995389
Plan number
007

Questions about the Marshall & Ilsley Corporation 401(k)

Is the Marshall & Ilsley Corporation 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2010, and no later filing was found under this employer's EIN.

Does Marshall & Ilsley Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2010 the employer contributed $19.2 million, 37% of all contributions.

Does the Marshall & Ilsley Corporation 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Marshall & Ilsley Corporation 401(k) plan?

11,029 participants at the start of plan year 2010, 9,082 of them active employees, and 2,217 former employees who still had money in the plan.

What is the average 401(k) balance at Marshall & Ilsley Corporation?

About $88,570 per account: $924.5 million in plan assets across 10,438 accounts with a balance at the end of plan year 2010.

Who manages the Marshall & Ilsley Corporation 401(k) accounts?

MARSHALL & ILSLEY TRUST COMPANY NA is the plan's recordkeeper, which is where participants log in to see their balance.

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